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iShares ESG Optimized MSCI USA ETF

490 hedge funds and large institutions have $2.15B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 195 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.88% less ownership

Funds ownership: 60.99%60.11% (-0.88%)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 195

Holders
490
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
426
Hollencrest Capital Management
California
$107K
AUB
427
Atlantic Union Bankshares
Virginia
$105K
CT
428
Caldwell Trust
Florida
$101K
CA
429
Crewe Advisors
Utah
$94.3K
MEG
430
Millstone Evans Group
Colorado
$92.7K
ATC
431
Adirondack Trust Company
New York
$92.4K
PWMG
432
Prestige Wealth Management Group
New Jersey
$87K
AWM
433
AE Wealth Management
Kansas
$84.3K
CTA
434
Colonial Trust Advisors
South Carolina
$82.4K
IRC
435
Investors Research Corp
Georgia
$81.8K
EPIMS
436
Evelyn Partners Investment Management Services
$80.1K
FWP
437
FAS Wealth Partners
Kansas
$78.2K
VNA
438
Valley National Advisers
Pennsylvania
$71K
AssetMark Inc
439
AssetMark Inc
California
$69K
CWP
440
Concord Wealth Partners
Virginia
$68.4K
GWANC
441
Guardian Wealth Advisors (North Carolina)
North Carolina
$66.7K
WCM
442
Westend Capital Management
California
$63.8K
RPCA
443
Running Point Capital Advisors
California
$62.7K
PA
444
Parallel Advisors
California
$62.6K
CA
445
CoreCap Advisors
Michigan
$60.6K
SAM
446
Smartleaf Asset Management
Massachusetts
$58.7K
PTC
447
Private Trust Company
Ohio
$57.9K
DJSG
448
D.J. St. Germain
Massachusetts
$54.6K
FRA
449
Front Row Advisors
California
$53.6K
NS
450
NBC Securities
Alabama
$51K